Effective Preparation and Follow-up to Client Meetings

How many meetings with clients have you been to that were aimless, unstructured and poorly planned? If you're like most professionals, probably quite a few.

The problem is particularly acute when it comes to business development meetings: your first few meetings with a potential client when you and they are trying to figure out whether you should work together. Make a judgement error at this point and the relationship is over before it's begun. Yet many professionals try to "wing it" with little preparation and only vague objectives for the meeting such as "get to know each other" or "find out their issues".

Effective meetings do not happen automatically. Planning the design, preparation, the equipment needed and who needs to be involved is critical to a meeting's success.

Course content

The one-day course covers a wide range of highly relevant topics:

The ten key ways to run a successful meeting

Prepare/conduct and follow up on meetings

Plan/promote and organise a conference

Coordinate conference proceedings

Follow up conference proceedings

Learning outcomes

By the end of the session delegates will:

Understand best practice approaches in preparing for initial or ongoing client meetings and effective methods for follow-up

Be equipped with knowledge and skills to apply new or revised processes and procedures within own organisation

Progression routes

This course is part of the CPD Management Series and other workshops include: